Leeward Investments, LLC - MA
Position in POR — Portland General Electric Co /Or/
CIK 1923173
BOSTON, MA
Position in POR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$11,857,978
-$430,466 QoQ
Shares Held
228,786
-1.8% QoQ
Ownership
0.195%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#72
of 504 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in POR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Leeward Investments, LLC - MA holds $100,269,379 across 8 Utilities - Regulated Electric names. POR ranks #5 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
159,556 | $24,140,822 | |
| 2 | ETR |
Entergy Corp /De/
|
112,317 | $12,900,730 | |
| 3 | DTE |
Dte Energy Co
|
83,731 | $12,758,092 | |
| 4 | EVRG |
Evergy, Inc.
|
142,613 | $12,326,041 | |
| 5 | POR |
Portland General Electric Co /Or/
This page
|
228,786 | $11,857,978 | |
| 6 | CNP |
Centerpoint Energy Inc
|
213,646 | $9,408,969 | |
| 7 | XEL |
Xcel Energy Inc
|
106,608 | $8,560,622 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
71,218 | $8,316,125 |
All Filings in POR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,857,978 | 228,786 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $12,288,444 | 232,868 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,483,335 | 239,286 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,584,288 | 240,552 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $9,992,135 | 245,930 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $24,674,459 | 553,239 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $22,397,561 | 513,470 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $26,425,855 | 551,688 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $23,940,820 | 553,673 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $22,017,744 | 524,232 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $23,694,021 | 546,701 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $18,930,431 | 467,649 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $23,584,149 | 503,612 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $25,282,779 | 517,136 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $26,604,452 | 542,948 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $23,737,895 | 546,201 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $26,907,485 | 556,745 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $35,680,891 | 646,979 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||